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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

177 hedge funds and large institutions have $1.14B invested in Invesco National AMT-Free Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
70
Reduced
35
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.6M
2
AHC
2
Anderson Hoagland & Co
Missouri
$2.47M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.95M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$21.3M
5
SWRP
5
Summit Wealth & Retirement Planning
California
$5.05M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$103M
2
Bank of America
2
Bank of America
North Carolina
$615M
3
RBA
3
Richard Bernstein Advisors
New York
$0
4
MSL
4
Mackay Shields LLC
New York
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
26
Axiom Financial Strategies
Indiana
$3.13M – – –
SW
27
SteelPeak Wealth
California
$3.05M +$74.5K +2,750 +3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.71M -$141K -5,193 -5%
BWM
29
BCGM Wealth Management
Indiana
$2.63M +$2.63M +96,201 New
CCP
30
Cardan Capital Partners
Colorado
$2.63M -$714K -26,346 -21%
AHC
31
Anderson Hoagland & Co
Missouri
$2.47M +$2.47M +90,954 New
CB
32
Commerce Bank
Missouri
$2.37M – – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$2.35M -$73.4K -2,708 -3%
TIM
34
Tortoise Investment Management
New York
$2.12M +$393K +14,500 +23%
CA
35
Calton & Associates
Florida
$2.08M +$230K +8,479 +12%
NC
36
NewSquare Capital
Pennsylvania
$2.07M +$484K +17,854 +31%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.07M +$39.2K +1,447 +2%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$2.02M – – –
ACP
39
Aveo Capital Partners
Colorado
$1.96M -$249K -9,188 -11%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.95M +$1.95M +72,040 New
SPC
41
Sigma Planning Corp
Michigan
$1.89M -$146K -5,395 -7%
FUBT
42
First United Bank & Trust
Maryland
$1.78M +$330K +12,170 +23%
AFP
43
Ausdal Financial Partners
Iowa
$1.67M +$30.9K +1,139 +2%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.65M -$85.1K -3,138 -5%
SFG
45
StrategIQ Financial Group
Indiana
$1.6M +$67.3K +2,482 +4%
Renaissance Technologies
46
Renaissance Technologies
New York
$1.58M +$336K +12,400 +27%
Goldman Sachs
47
Goldman Sachs
New York
$1.46M +$803K +29,626 +122%
DAS
48
Dynamic Advisor Solutions
Arizona
$1.38M +$362K +13,357 +36%
SF
49
Synovus Financial
Georgia
$1.36M -$14.9K -550 -1%
PA
50
Procyon Advisors
Connecticut
$1.31M +$77.3K +2,852 +6%
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